secwatch.observer — SEC 8-K summary
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Issuer:     CALIX, INC (CALX)
CIK:        0001406666
Form:       8-K
Filed at:   2026-01-28T23:59:59+00:00
Accession:  0001406666-26-000004
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Calix reports record Q4 revenue $272.4M (+32% YoY); non-GAAP EPS $0.39 beats guidance
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- Record Q4 revenue $272.4M (+32% YoY); annual revenue reaches $1.0B (+20% YoY).
- Non-GAAP gross margin record 58.0%; eighth consecutive quarter of margin improvement.
- Non-GAAP net income $27.3M ($0.39 diluted EPS), above guidance range of $0.35-$0.41.
- Record cash and investments $388.1M; record quarterly operating cash flow $46.0M.
- Q1 2026 guidance: revenue $275M-$281M, non-GAAP EPS $0.34-$0.40, above Q4 actual.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1406666/000140666626000004/0001406666-26-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1406666/000140666626000004/calx-20260128.htm
  HTML page:      https://secwatch.observer/filing/0001406666-26-000004

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer